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2,289 hedge funds and large institutions have $59.9B invested in AT&T in 2023 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 812 increasing their positions, 1,171 reducing their positions, and 207 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $1.1B | Put options by funds: $767M

11% more funds holding in top 10

Funds holding in top 10: 2730 (+3)

0.73% more ownership

Funds ownership: 54.85%55.58% (+0.73%)

5% less capital invested

Capital invested by funds: $62.8B → $59.9B (-$2.93B)

4% less funds holding

Funds holding: 2,3962,289 (-107)

31% less repeat investments, than reductions

Existing positions increased: 812 | Existing positions reduced: 1,171

38% less first-time investments, than exits

New positions opened: 129 | Existing positions closed: 207

Holders
2,289
Holders Change
-107
Holders Change %
-4.47%
% of All Funds
36.32%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.48%
New
129
Increased
812
Reduced
1,171
Closed
207
Calls
$1.1B
Puts
$767M
Net Calls
+$334M
Net Calls Change
+$189M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
1076
FCA Corp
Texas
$682K +$666K +45,423 New
SFC
1077
Strategic Financial Concepts
Texas
$680K +$102K +6,953 +18%
CFG
1078
Cooper Financial Group
California
$680K -$95.8K -6,532 -13%
OIA
1079
Optimum Investment Advisors
Illinois
$679K -$85.3K -5,819 -11%
WSFS
1080
Wilmington Savings Fund Society
Delaware
$677K -$13.5K -922 -2%
CWM
1081
C2C Wealth Management
Arizona
$677K -$188K -12,824 -22%
WB
1082
Webster Bank
Connecticut
$675K +$327K +22,319 +99%
CI
1083
Conning Inc
Connecticut
$674K +$9.38K +640 +1%
CSC
1084
Caldwell Sutter Capital
California
$674K +$74.9K +5,112 +13%
WAM
1085
Walker Asset Management
Missouri
$674K -$8.47K -578 -1%
VWA
1086
Visionary Wealth Advisors
Illinois
$672K -$24K -1,640 -4%
BO
1087
Bank OZK
Arkansas
$672K -$446K -30,450 -41%
1SB
1088
1ST Source Bank
Indiana
$670K -$22K -1,503 -3%
IFWM
1089
Institute for Wealth Management
Colorado
$670K +$105K +7,159 +19%
LBC
1090
Lowe Brockenbrough & Co
Virginia
$669K +$29.9K +2,038 +5%
CCIA
1091
Campbell & Co Investment Adviser
Maryland
$668K +$209K +14,248 +47%
PL
1092
Plancorp LLC
Missouri
$666K +$38K +2,595 +6%
KJWM
1093
Kiley Juergens Wealth Management
Washington
$663K -$28.6K -1,949 -4%
BST
1094
Bath Savings Trust
Maine
$663K -$63.7K -4,344 -9%
PWMG
1095
Prestige Wealth Management Group
New Jersey
$662K +$65.2K +4,449 +11%
SFG
1096
Summit Financial Group
West Virginia
$660K -$41.6K -2,835 -6%
TNB
1097
Thomasville National Bank
Georgia
$658K -$66.4K -4,531 -9%
LA
1098
LexAurum Advisors
Kansas
$654K -$2.62K -179 -0.4%
RGF
1099
Retirement Guys Formula
Ohio
$653K +$67.2K +4,582 +12%
ETC
1100
Exchange Traded Concepts
Oklahoma
$651K +$158K +10,758 +33%

T Hedge Fund Activity: Q3 2023 in Review

2,289 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q3 2023, worth a combined $59.9B — down 4.7% from $62.8B a quarter earlier.

Sellers outnumbered buyers: 207 funds closed out of T and 129 opened new positions — a net loss of 78 holders — while 1,171 trimmed existing stakes and 812 added.

The largest buyer was Ameriprise, adding an estimated $501M. The largest seller was Deutsche Bank, cutting an estimated $241M.

  • 2,289 institutional investors held AT&T (T) as of Q3 2023, down from 2,396 in Q2 2023.
  • Funds reported $59.9B of AT&T stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 129 funds opened new AT&T positions in Q3 2023 and 207 closed out, a net change of -78 holders.
  • The largest AT&T buyer in Q3 2023 was Ameriprise, an estimated $501M added.
  • The largest AT&T seller in Q3 2023 was Deutsche Bank, an estimated $241M sold.

Based on aggregated 13F filings for Q3 2023.